Analyst, Transactional Liability - CAC
CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry.
Analysts play a critical role in supporting the Transactional Liability (“TL”) Practice by engaging in placements, marketing strategies, underwriting submissions, and facilitating M&A-related processes, contributing to seamless client experiences and successful transactions.
Duties & Responsibilities:
- Support the TL Team broadly with placing R&W Insurance and other TL insurance products
- Assist with organizing and maintaining electronic files, including optimizing filing systems and practices
- Prepare draft underwriting submissions, indication comparison charts, and binding packages
- Gain familiarity with insurance indication letters / quotes and certain key transaction documents, and ultimately review and summarize certain parts of those documents for draft client communications
- Organize underwriting calls with carriers and clients
- Coordinate execution of Confidentiality Agreements, Brokerage Agreements, client advisor non-reliance letters, and other engagement materials
- Coordinate compliance filings
- Assist with invoicing and billing
- Review policy documents for accuracy
- Complete all post binding subjectivities, such as delivery of data room contents, closing set, and surplus line forms
- Maintain databases and processes to track relevant deal related information, client lists, and meetings
- Provide support with marketing efforts, including research, creation of marketing materials, white papers, and other draft external communications
- Other duties as assigned
Qualifications:
- Bachelor’s degree required
- 0-3 years of experience
- Strong command of the Microsoft Office suite
- Strong analytical and research skills
- Strong verbal and written communication skills, including ability to interact professionally with insurance companies, clients, and client advisors
- Strong customer service skills, including via telephone and email
- Attention to detail
- Entrepreneurial attitude, and ability to prioritize work for multiple projects and meet deadlines
- Ability to work collaboratively within a team and to foster teamwork
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
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